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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,356 | $175,259+151.8% | $149,723+194.8% | $139,487+216.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.74% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $27,847 | $5,478+408.3% | $4,821+477.6% | $4,755+485.7% |
| Participant deferral / active EE | $18,000 | $6,522+176.0% | $5,682+216.8% | $6,713+168.2% |
| Admin fee / account holder | $305 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |